CPSJ vs CPSD overlap
12 institutions report holding both CPSJ and CPSD.
CPSJCPSD
Pick 2 to 4 ETFs.
We don’t have holdings for CPSJ, CPSD. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
12
institutions report holding both, of 53 holding any
CPSJ75.5% of its 13F dollars, 38.7% of its 31 holders
CPSD62.5% of its 13F dollars, 35.3% of its 34 holders
Largest institutions holding both
| Firm | CPSJ | CPSD |
|---|---|---|
| Calamos Advisors LLC | $9.6M | $9.6M |
| Calamos Wealth Management LLC | $1.7M | $2.4M |
| Susquehanna International Group, LLP | $2.6M | $390K |
| Commonwealth Equity Services, LLC | $1.0M | $1.6M |
| Osaic Holdings, Inc. | $1.9M | $317K |
| Blue Water Asset Management | $807K | $667K |
| Burkett Financial Services, LLC | $46K | $1.4M |
| Grantvest Financial Group LLC | $947K | $235K |
| HighTower Advisors, LLC | $539K | $325K |
| Capital Analysts, LLC | $713K | $44K |
| Old Mission Capital LLC | $486K | $226K |
| Fiduciary Financial Advisors | $91K | $17K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: CPSJ institutional holders, CPSD institutional holders.
Frequently asked questions
Do institutions hold both CPSJ and CPSD?
12 Form 13F filers report positions in both, out of 53 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.